J.R. Crowel, CFP®
President of Central Mountain Complex, Executive Vice President of Red River Branch
Vice Presidents
Andrew McClure
Vice President of Red River Branch, Financial Consultant
Jake E. Pollitt
Vice President of Red River Branch, Financial Professional
Joel Cochran, CPFA®
Vice President of Red River Branch, Financial Consultant
Jordan Lenderman
Vice President of Red River Branch, Financial Advisor
Sergio Jaramillo, CLU
Vice President of Red River Branch, Financial Consultant
Financial Professionals
Amine G. Rizk, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Andrew McClure
Vice President of Red River Branch, Financial Consultant
Anthony L. Howard, ChFC®, CLU®
Registered Sales Assistant at Cornerstone Planning Group, LLC
Bobby Ellis Jr.
Managing Partner and Retirement Planning Specialist at Paradigm Wealth Management
Brock Sherwood
Owner and Financial Advisor at D3 Financial Services
Charlie A. Eshelman
Retirement Planning Specialist at Eshelman & Associates Retirement Planning
Christine "Christy" A. Gammill, CDFA
Principal at CBG Wealth Management, Financial Consultant
Christopher "Chris" S. Roberts, ChFC, CLU
Managing Partner & Retirement Planning Specialist at Paradigm Wealth Management
Crispin Hocate
Financial Advisor at Freedom Financial Partners
D. Scott Fischer, CFP, CAP
Retirement Planning Specialist at Downs Fischer, FINANCIAL CERTIFIED FINANCIAL PLANNER™ professional
Dan Balderston, CFP®
Partner & Retirement Planning Specialist at Vista Wealth Partners
Darren R. Telford, J.D., CFP®, CPFA
Qualified Plan Specialist at Cornestone Planning Group, LLC
David A. Means, Jr, AIF, CLU
Managing Director, Founder at DeNovo Advisory Group
David L. Downs, CFP, ChFC, CLU, CASL, RICP
Retirement Planning Specialist at Downs Fischer Financial, CERTIFIED FINANCIAL PLANNER™ Professional
Dr. Phillip W. Hearn
Senior Managing Partner & Financial Advisor at Paradigm Wealth Management
Elizabeth "Beth" Sawyer
Registered Sales Assistant at Cornerstone Planning Group, LLC
Ellen Seebeck Rheinlaender, RICP®
Financial Advisor at Seebeck & Associates
Greg Krewson
Financial Planner & Retirement Planning Specialist
Gregory "Greg" D. Jones, ChFC®, CLU®
Qualified Plan Specialist
J. Christopher Noonan, ChFC®, CLU®
Financial Advisor
Jabulani "Jabu" Lovelace
Director of Business Development at DeNovo Advisory Group, Financial Consultant
John "Jack" P. Sullivan, CFP®, CLU, ChFC, RICP®
President at Sullivan & Associates
Jake E. Pollitt
Vice President of Red River Branch, Financial Professional
James Freudenberger
Financial Advisor at Conerstone Planning Group, LLC
James W. Taylor
Financial Consultant, Retirement Planning Specialist
Jeffrey A. McNaughton, CFP, CPA
Partner & CERTIFIED FINANCIAL PLANNER™ professional at Vista Wealth Partners Retirement Planning Specialist
Jerry D. Kiefer
Financial Advisor at Cornersotne Planning Group, LLC. Retirement Planning Specialist
Jimmy N. Chiconas
Financial Advisor at Cornerstone Planning Group, LCC
Joel Cochran, CPFA®
Vice President of Red River Branch, Financial Consultant
John G. Coburn
Financial Advisor, Sr. Partner/Co-Founder at Freedom Financial Partners
Jonathan Cott
Managing Principal at Rockbridge Financial, CERTIFIED FINANCIAL PLANNER™ professional
Jordan Lenderman
Vice President of Red River Branch, Financial Advisor
Kenneth "Kenny" Head
Financial Consultant, Retirement Benefits Specialist
Kevin P. Schwarz
Financial Advisor at Cornerstone Planning Group, LLC
Kyle Lynch, CLU®
Director of Research & Analysis - Insurance, Registered Sales Assistant Broker
Larry W. Ohlen, CFP®, CLU®, ChFC®
Partner & CERTIFIED FINANCIAL PLANNER™ professional at Vista Wealth Partners
Laura Marquard
CERTIFIED FINANCIAL PLANNER™ Professional, Retirement Planning Specialist
Lily Qian, CFP®
Financial Consultant at LQ Financial, LLC, Retirement Planning Specialist
Mark Jenison, CFP, ChFC
Managing Principal at Rockbridge Financial, CERTIFIED FINANCIAL PLANNER™ professional
Mark Seebeck, CFP®, CDFA®, ADPA®, RICP®
Principal at Seebeck Associates
Michael G. Grante
Managing Partner, Financial Consultant at Paradigm Wealth Management
Mike Swafford, CFP®, CDFA®, CLU®, ChFC®
Financial Advisor at Freedom Financial Partners
Miles R. Sawyer-Wicker, CFP®, AIF, CLU
CERTIFIED FINANCIAL PLANNER™ Professional at Tack Advisors
Mollie K. Greenwood, CFP®
Cofounder, Financial Advisor at GEM Wealth
Nasmi M. Morales, CFP®
Principal at Summit Wealth Partners, CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist
Raylie Eshelman
CERTIFIED FINANCIAL PLANNER™ professional
Richard Baker, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Richard "Ricky" D. Barton
Director of Planning & Investment Oversight at DeNovo Advisory Group, Financial Consultant
Robert G. DeLozier
Partner & Financial Consultant at Tack Advisors
Russel Betts
Financial Advisor, Sr. Partner/Co-Founder at Freedom Financial Partners
Sarah Esmail
Registered Sales Assistant-Broker @ Freedom Financial Partners
Sergio Jaramillo, CLU
Vice President of Red River Branch, Financial Consultant
Steven C. Pirtle, CLU®, ChFC®
Director of Operations & LTC Planning of DeNovo Advisory Group, Financial Consultant
William "Bill" N. Gammill, CFP®, CLU®, CSSC
Managing Principal at CBG Wealth Management, CERTIFIED FINANCIAL PLANNER™ professional
